Antonio Gutierrez is a registered investment advisor at Sg Wealth Managers LLC, based in Scottsdale, AZ, with 5 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 56 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
7900 E Thompson Peak Pkwy, Unit 104, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sg Wealth Managers LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations2 states
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